Project Management

Top Tips For Success In A Slowing Economy: CRM Best Practices

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Executive Summary

With selling stages and tactics defined, sales reps then need a way to stay on that path and actively track each step in real time. Level Four sales organizations go beyond simply setting up tabs in the opportunity management module of the CRM application for each selling stage, but involve full workflow definition - exactly when and how activities should take place. With a workflow, organizations speed the process, save time for reps and shorten sales cycles.

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